ADVICE & SERVICE

Each client has a different Money Personality, which determines their risk tolerance and how they prioritize their financial goals.

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PERFORMANCE

We strive to deliver what clients want most - access to a wide range of investments and consistent, risk-adjusted investment returns over time.

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CLIENT LOGIN

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Meet the Team

Five Star Professional Recognizes Thomas Trax of LPL Financial as a 2020 Five Star Wealth Manager Award Winner

Thomas Trax accomplishes what only a small percentage of wealth managers in the San Diego area have achieved.

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Helpful Content

<p>Retirement Traps to Avoid</p>

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.
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<p>5 Smart Investing Principles</p>

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.
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<p>Long-Term-Care Needs</p>

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.
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<p>Put It in a Letter</p>

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.
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Midyear Outlook 2020

Midyear Outlook 2020

The Trail Ahead

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Key Financial Data 2020

Key Financial Data 2020

Financial Data review of 2020

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LPL At A Glance

LPL At A Glance

Thoughtful, balanced financial guidance is a fundamental need for everyone.

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Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.